RBFTX Mutual Fund

RBFTX Mutual Fund

NAV$21.83
See how much of RBFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
+2.09%
6 Months
+3.92%
YTD
+5.45%
1 Year
+12.44%
3 Years (annualized)
+12.09%
5 Years (annualized)
+6.20%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBFTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+6.99%
vs Peers
-1.54%

RBFTX Mutual Fund Performance

RBFTX performance across multiple time periods: 1-month -0.74%, YTD 5.45%, 1-year 12.44%, 3-year 12.09%, 5-year 6.20%, 10-year 9.06%.

RBFTX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

RBFTX vs another fund shows side-by-side returns. RBFTX alternatives are available in the Mutual Fund Screener.